HomeMy WebLinkAbout2008 02-11 430 CMW
AGENDA
CITYCOUNCIL/MANAGERWORKSHOP
Monday,February112007
CouncilChambers,CityHall
4:30p.m.
A.CalltoOrder
B.RollCall
C.Approvalofagenda
D.NewBusiness
a.BoardandCommissionInterviews
i.CarolynPetersonParksandRecCommission4:30
ii.DaleTripplerEnvironmentalandNR4:45
iii.StevenGunnPoliceCivilServiceCommission5:00
iv.ColleenNaughtonPoliceCivilServiceCommission5:30
v.ThomasRiddellPoliceCivilServiceCommission5:45
vi.JoshuaRichterHousingandRedevelopment6:00
E.Adjournment
Joshua Richter
Professional Alerus Vinancial.
Experience
Investment Manager
June 2006 — Pt•esenf
• Oversee the actions of the department's mutual fund, equity and investment operations analysts:
• Co -manager and lead trader of the Alerus Common Stock, Diversified Bond,. International Stock, Global
Strategies, Common Trust A, Common Trust B and Common International Funds.
• Trade fixed income securities including mortgage, asset backed, CMC}, agency and municipals bonds.
• Develop, maintain and implement equity and fixed income strategics and asset allocations.
• Responsible for portfolio management of all separately managed accounts.
Vision Investment Account Product Manager Julv 2005 —June e 2006
• Developed business plan for the managed mutual fund product.
• Developed marketing strategy and set product sales goals, increased sales 65%.
Established internal referral system.
• Worked with trust operations to coordinate support for product.
• Reviewed funds and model allocations.
Mutual Funds Analyst September 2003 -- August 20061
• Supplied performance and benchmark information for customers on all products offered through the
Retirement and Trust divisions.
• Provided sales support for clientsthrough: conference calls; oversight of marketing material, mutual fund
mapping, and sample investment line rips; and by providing expertise in selecting appropriate mutual
funds through maintaining knowledge of revenue sharing relationships.
• Traveled on behalf of Alerus to meet key clients including investment committees.
• Resigned, automated acrd maintained the investment revievV process.
• Educated spccific Alerus staff on investment -related topics and software programs.
• Solely responsible for screening and monitoring'of over 700 funds.
Investment Analyst December 1998 — September 2003
• Co -managed over 1200 accounts valued at over $1 billion.
• Individually managed approximately 300 trust accounts valued at $155 million.
• Analyzed and traded US treasuries; agency bonds and municipal bonds.
• Performed equity portfolio analysis, among other things, using BARRA.
• Compiled and distributed presentation materials for each client's trust investment revimv.
• Assisted in management of Trust Department rules and regulations to maintain regulatory compliance.
• Acted. as a liaison between Investment Department, Operations, and Relationship Managers,
Credit Analyst Intern June .1998 — December 1998
Education Bachelors of Business Administration in Financial Management may 1999
University ofNortb Dakota, Grand Forks, ND Honors Graduate
Canon Financial Institute, Trust: Investments I, H & III Julie X002
University_of North Carolina, Charlotte, NC l Ionors Graduate
Software;Skilly MS Excel, MS Word, M6 PowerPoint, Bloomberg, lnvestworks, Morningstar Prin6pia, Lotus Notes, Greenhill,
Admin Access, Internet Explorer, Aadvantage, Barra, Bondedge.
References .Available Clpon Request